Tax Manager
Boulder, CO (In-Office 3 Days/Wk; WFH 2 Days/Wk; Full-Time Role)
Public Accounting
Salary: $100,000 - $140,000 + Bonus + Full Benefits
__________________________________________________________________________________________7+ Years’ Public Accounting. Exp.
Must have strong communication, client service, tax research and planning skills
Good benefits, work/life balance and office environment!
___________________________________________________________________________________________Company Information
Navigator Recruiting client has been a well-established CPA firm in Boulder for 35 years and has been nominated as one of the best CPA firms to work for or do business with in Boulder on a regular basis and has a healthy stream of word-of-mouth/referred clients on a continual basis. This firm has a peaceful office and supportive culture - dedicated to the well-being of the team. The firm provides tax planning and preparation, bookkeeping and payroll, and advisory services to small business and individuals and is seeking a full-time Tax Manager to be responsible for complex tax planning, preparation and review (preparation and review work may be split 50/50). Specifically, the firm is seeking someone with a great personality who excels at client service and can independently manage a substantial client list with various business and individual returns. The firm has low turnover and a strong group of core employees who’ve been with the firm for a long time and people work well together as a team. The firm would like for the chosen individual to work in-office at least 3 days/week (and from home up to 2 days/week) during the non-busy season and in the office at least 4 days/week (and home up to 1 day/week) duing busy season. The firm is open to hiring someone with a specific specialization.
Benefits include:
- Performance reviews and bonuses: summer appreciation reviews with Shareholders and firm-wide bonuses, annual raise and bonus to recognize performance. (Bonuses, which are typically awarded after busy season and at year-end, could account for up to 10% of your base salary.)
- 100% paid employee premiums for major medical, dental, life and AD&D, vision, and STD/LTD (spouse and depdendents at cost).
- 401k: Safe Harbor match for retirement plan, personal financial planning services available.
- PTO: sick leave, bereavement leave, and vacation in addition to comp time and generous holidays, and half-day paid Friday’s in the summer.
- Career development: firm pays for all professional licensing and membership fees, dues, and CPE and encourages further professional training and growth.
- Work/life balance: flexible scheduling, hybrid remote/office work, 1400 average charge hours per year, comp time for tax season hours, ~200 hours of office closings/holidays per year, free tickets to sporting events and concerts, reimbursements for participation in cultural events or contributions to non-profits.
- Positive culture: respectful and friendly atmosphere, open door policies for communication, participation in policy-making is encouraged, safe environment where gossip and politics are discouraged and rules are fairly administered, no micro-managing.
- Quality work environment: newly renovated office space with break room/bar/kitchen and spacious private offices with natural light and views of the Flatirons, upscale coffee options in office, free meals and snacks at tax season and other occasions.
- Leadership: Executive Committee focused on innovation and embracing new ways of doing business and serving clients; Coaching and semi-weekly Roundtables for professional support.
- Rewarding work: work independently with your own clients one-on-one, develop long-term relationships, make a difference and grow with them through the changes life brings.
- Ownership potential: Path to Shareholder is available and encouraged for a star performer in this role.
- Cell phone reimbursement.
- Massages: last but not least, this firm provides free in-house massages at your convenience 17 times per year.
Responsibilities- Professional management of compliance, planning and consulting for multiple clients
- Review and interpretation of financial records to determine any adjustments needed to prepare tax returns and compliance filing requirements
- Direct and timely and communication with clients to obtain additional information regarding their tax planning and compliance issues
- Successful research of tax laws and compliance on complicated issues relative to tax planning for our clients
- Preparation and review of tax returns in a timely and efficient manner
- Supervision, development and mentoring of fellow staff to assist with client needs and professional growth
- Promotion of the firm through occasional business-building activities
Requirements- High levels of intelligence, integrity, honesty, motivation, and aptitude for the public accounting profession
- CPA license is required
- UltraTax and QuickBooks experience is helpful
- 7+ years of experience and demonstrated ability in the preparation and review of income tax returns for individuals, fiduciary, non-profit organizations and small businesses
- Ability to acquire, develop, and retain clients
- Resourcefulness and willingness to learn
- Proficiency in Microsoft Office software
- Strong organizational skills, high attention to detail, ability to prioritize tasks and handle multiple projects
- Ability to exercise good judgment, be a team player and be proactive
- Strong verbal and written communication and interpersonal skills with a passion for service
- Ability to meet deadlines and handle stressful situations professionally and effectively
- Ability to adhere to security procedures in handling confidential and sensitive information at all times
- Ability to work extended hours, including evenings and weekends, during tax season and during other deadline periods as needed
- Ability to develop and coordinate plans for work completion
- Ability to manage and communicate effectively with fellow staff members
- Apply and provide feedback to improve performance for yourself and others
- Adaptability to change in the work environment, manage competing demands, deal with unexpected assignments or events
- Exercise good judgment by recognizing when assistance is needed and make timely decisions supported by sound reasoning
